See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,300 | $76,738-85.3% | $56,411-80.0% | $145,922-92.3% |
| Participation rate | 77.8% | 63.2%+14.6pp | 52.5%+25.3pp | 80.3%-2.5pp |
| Annual return | 11.66% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $426 | $1,380-69.1% | $1,039-59.0% | $4,660-90.9% |
| Participant deferral / active EE | $871 | $2,623-66.8% | $1,952-55.4% | $6,688-87.0% |
| Admin fee / account holder | $152 | $3,334-95.4% | $2,829-94.6% | $13,397-98.9% |